-- アギロン・ヘルス（AGL）は水曜遅くに第1四半期の業績が好調だったと発表し、ドイツ銀行も同社の投資判断を「中立」から「買い」に引き上げ、目標株価を33ドルから49ドルに引き上げた。 木曜日には株価が2倍以上に急騰し、日中取引高は1日平均約33万5000株から320万株以上に急増した。 SiTime（SITM）は水曜遅くに第1四半期の調整後利益と売上高が予想を上回ったと発表した。 株価は25%急騰し、日中取引高は1日平均約42万1000株から95万6200株以上に急増した。 データドッグ（DDOG）は通期業績見通しを引き上げ、第1四半期の非GAAPベースの利益と売上高がアナリスト予想を上回ったと発表した。 株価は29%急騰し、日中取引高は1日平均約540万株から1980万株以上に急増した。
Price: $62.25, Change: $+34.40, Percent Change: +123.50%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month target by $4 to $35, 19x our 2026 EPS estimate (down from 20x), a discount to its 26x five-year average justified by competitive headwinds in the pizza quick service restaurant (QSR) industry. We lower our 2026 EPS estimate to $1.83 from $1.94 and 2027's to $2.35 from $2.37. Following Q1 results that included a disappointing performance in North America comp growth (-6.4%), we are lowering our opinion to Hold from Buy. Our previous thesis rested upon the potential for PZZA to translate improvements in its loyalty program, menu, and sales channels into more sustainable comp growth. However, momentum seen in 1H 2025 has faded. In our view, the company's plan to close 300 North American store locations highlights competitive pressures from pizza QSR peers. As a result, PZZA's margin and free cash flow profile have deteriorated more than we thought. Our new Hold opinion contemplates comp momentum in international markets, which is offsetting North American underperformance.
Price: $128.97, Change: $-9.01, Percent Change: -6.53%